Licensed Insurance Sales Agent
6 days ago
We are eager to take our business to the next level by hiring an experienced insurance agent with a proven track record of maintaining and growing customer portfolios. You'll hone your sales skills by forging strong relationships that serve as the foundation for our firm's prestige, and we'll give you the support you need to reach your earning potential.
Embracing a personal approach to insurance sales gives candidates a leg up in this role, which includes developing strategies for promoting all types of new insurance contracts; making changes or additions to existing ones; and collecting key client information for risk profiles used to identify insurance plans for each unique individual. If you're up for the challenge, apply now
Responsibilities
• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers' satisfaction
• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
• Create tailored risk management strategies directly with clients that align with their risk profiles
• Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs
Qualifications
• Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
• Proficiency with accounting or sales-related software is helpful
• High school diploma required; bachelor's degree preferred
• Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
• Basic computer skills with proficiency with Microsoft Office suite is necessary
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